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Wealth Enhancement Trust Services’s Vale VALE Stock Holding History

Wealth Enhancement Trust Services’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$147K Buy
9,751
+6,751
+225% +$110K 0.02% 319
2026
Q1 		$47.7K Hold
3,000
– – 0.01% 462
2025
Q4 		$39.1K Buy
+3,000
New +$36.4K ﹤0.01% 461

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Trust Services's VALE Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Vale (VALE) stake by 225% in Q2 2026, buying an estimated $110K and bringing the position to 9,751 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #319.

Wealth Enhancement Trust Services first reported a position in VALE in Q4 2025 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Wealth Enhancement Trust Services held 9,751 shares of Vale worth $147K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 6,751 Vale shares in Q2 2026, an estimated $110K.
  • Vale made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #319 holding.
  • Wealth Enhancement Trust Services first reported a position in Vale in Q4 2025 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.